What are the responsibilities and job description for the Leadership Director position at Capstone Financial, LLC?
Synergy Wealth Solutions -- Where elite advisors become elite leaders.
About Us
At Synergy Wealth Solutions, we’re more than just a financial advisory firm—we’re a team of people who care about helping others achieve financial freedom. Whether it's individuals planning for retirement or businesses preparing for growth, we bring expertise, tools, and a personal touch to every interaction. We also believe in creating a work environment that’s welcoming, flexible, and empowering for our team.
The Role
We are seeking a high-performing Sales Manager who has built a successful financial advisory practice and is ready to lead others to the same level of achievement. This role is not theoretical, it requires real-world credibility, sales excellence, and the ability to coach from experience.
As Sales Manager, you will recruit, develop, and manage an advisor team to achieve aggressive production goals through financial products and services. You’ll play a central role in shaping the culture, performance standards, and growth trajectory of the firm while partnering closely with agency leadership and support teams.
This role is best suited for a leader who has “done the work,” understands what it takes to win in this business, and is driven to build something bigger than their own practice.
What You'll Do
Recruiting & Team Growth
About Us
At Synergy Wealth Solutions, we’re more than just a financial advisory firm—we’re a team of people who care about helping others achieve financial freedom. Whether it's individuals planning for retirement or businesses preparing for growth, we bring expertise, tools, and a personal touch to every interaction. We also believe in creating a work environment that’s welcoming, flexible, and empowering for our team.
The Role
We are seeking a high-performing Sales Manager who has built a successful financial advisory practice and is ready to lead others to the same level of achievement. This role is not theoretical, it requires real-world credibility, sales excellence, and the ability to coach from experience.
As Sales Manager, you will recruit, develop, and manage an advisor team to achieve aggressive production goals through financial products and services. You’ll play a central role in shaping the culture, performance standards, and growth trajectory of the firm while partnering closely with agency leadership and support teams.
This role is best suited for a leader who has “done the work,” understands what it takes to win in this business, and is driven to build something bigger than their own practice.
What You'll Do
Recruiting & Team Growth
- Lead recruiting efforts aligned with the firm’s growth strategy and high-performance culture
- Personally source experienced and early-career advisors through referrals, networking, and proactive outreach
- Interview candidates to assess sales capability, mindset, and cultural alignment
- Serve as a subject matter expert on the MassMutual career agent contract
- Collaborate with in-house recruiters and leadership throughout the selection process
- Conduct regular one-on-one coaching sessions focused on production, activity, and long-term practice growth
- Provide hands-on sales leadership, including case strategy, deal structure, and closing support
- Lead weekly team meetings that translate training into real-world execution
- Set clear expectations for prospecting activity, appointments, presentations, and results—and hold advisors accountable
- Pair junior advisors with senior producers to accelerate development through joint work
- Ensure advisors are fully leveraging agency staff, tools, and resources
- Participate actively in sales leadership and recruiting meetings
- Champion the firm’s training programs and continuously reinforce professional standards
- Ensure compliance with supervisory requirements, continuing education, and firm policies
- Bachelor’s degree in business, management, or a related field
- Proven success building and operating a profitable financial advisory practice
- Demonstrated ability to recruit, develop, and lead high-performing advisors
- Series 7 and 66 required
- Strong executive presence, coaching ability, and decision-making skills
- Deep understanding of insurance, investments, and holistic financial planning
- First-in-class earning potential within the financial services industry
- Leadership role with real influence over growth, culture, and outcomes
- Strong operational, marketing, and administrative support
- Opportunity to build a legacy by developing the next generation of elite advisors
- Mission-driven firm that values performance, integrity, and service